Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,097 | $106,524+36.2% | $152,301-4.7% | $87,485+65.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 17.56% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $3,269 | $3,371-3.0% | $4,624-29.3% | $2,596+25.9% |
| Participant deferral / active EE | $10,268 | $6,525+57.4% | $8,004+28.3% | $4,274+140.3% |
| Admin fee / account holder | $675 | $8,287-91.9% | $14,398-95.3% | $7,775-91.3% |